He monitors the users that create them. If this becomes a habit with a Banner user, Dan will notify that individual and their supervisor. The solution may be to give additional training in the use of the Common Matching form.

We also have one person who is assigned the job of resolving duplicates.

Gwen Kea-Holloway from our Registrars office resolves them.

For complicated duplicates, the interaction of several departments may be necessary. (e.g. Undergraduate Admissions, Graduate Admissions, Financial Aid, and the Bursars office).

7GUASYST System Identification 8Common Matching - Overview

Georgia Tech participated in alpha and beta testing of the Banner 7 software.

Charlie Sheldon and Dan Looby traveled to Malvern, PA in February 2005 for two days of alpha testing.

Banner 7 was loaded into our test system in March 2005.

We went live with Banner 7 labor day weekend of 2005.

We plan on going to Banner 7.3 on November 11, 2006.

Part of Sungard HEs multiple PIDM Prevention project.

There are 17 places in Banner where you can create a SPRIDEN record.

The common matching logic has been placed into an application programming interface (API).

Used both in batch data load processes and online forms.

Mandatory for batch processes (e.g. ACT/SAT/PSAT) and Web for Prospects.

Optional for online enabled in GUAINST for everyone.

However, can exempt individual users.

9Common Matching-Overview Cont.

Common Matching specifically affects the following forms in Student

SPAIDEN (General Person Identification)

SRAQUIK (Quick Recruit)

SAAQUIK (Quick Entry)

SRIPREL (Electronic Prospect Inquiry)

SAAEAPS (Electronic Application Process)

SHAEDIS (Online Transcripts Activity List)

Please see the Common Matching Training Workbook (Release 7.1).

Banner 7.0 Common Matching (CM) FAQ.

Banner Student Release Guides 7.0 and 7.1.

Banner General Release Guide 7.0.

Improvements in the 7.3 Release.

10Common MatchingSetup Forms used by the Common Matching Entry Form (GOAMTCH)

Form Description Banner Name

Installation Controls GUAINST

Common Matching Source Code Validation GTVCMSC

Common Matching Source Rules GORCMSC

Common Matching User Setup GORCMUS

Common Matching Data Dictionary GORCMDD

Common Matching Rules GORCMRL

Name Translation Rules GORNAME

Non-Person Name Translation Rules GORNPNM

11Site Map

SCT Banner

General GENERAL

System Functions/Administration GENSYS

Common Matching GENMATCH

Installation Controls GUAINST

Non-Person Name Translation Rules GORNPNM

Name Translation Rules GORNAME

Common Matching Rules GORCMRL

Common Matching Data Dictionary GORCMDD

Common Matching User Setup GORCMUS

Common Matching Source Code Validation GTVCMSC

Common Matching Source Rules GORCMSC

Common Matching Entry GOAMTCH

12Common Matching Step1

Implementing Common Matching is optional in Banner 7 for online forms (e.g. SPAIDEN and SRAQUIK).

If you want to use Common Matching, you will need to check the Online Matching Process Enabled checkbox on the Installation Controls form (GUAINST).

13GUAINST Installation Controls 14Common Matching Step2

Create the names and descriptions for the various matching sources you will use for online and batch processing in GTVCMSC - Common Matching Source Code Validation.

Common Matching Entry (GOAMTCH) Last Name field is no longer required. You can search by SSN only.

Common Matching Source Search (GOICMSS). This is a new form that displays all the matching sources and allows the quick update of matching rules.

Additional enhancements please review the 7.3 documentation.

38Summary

Common Matching should help to increase productivity, and hopefully, reduce the number of duplicates created.

If duplicates are created, please feel free to contact Dan to obtain the scripts that he uses to find them.

39Questions Answers 40Thank You!

Presenter(s) Dan Looby

Valarie Mack

Thomas Rose

e-Mail dan.looby_at_oit.gatech.edu

e-Mail val.mack_at_admission.gatech.edu

e-Mail thomas.rose_at_admission.gatech.edu

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